Robert Roselli, CFP
Peak Financial Management
Certified Financial Planner in Wellesley, MA
http://www.highlandfinancialgroup.com
Address:20 William St Ste 135
Wellesley, MA 02481
About Robert Roselli
Robert Roselli is a financial professional at Peak Financial Management located in Wellesley, Massachusetts. Robert Roselli holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Robert Roselli provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Robert Roselli20 William St Ste 135
Wellesley, MA 02481
Phone Number:
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Website:
http://www.highlandfinancialgroup.com
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